FIMVX Mutual Fund

FIMVX Mutual Fund (Fidelity Mid Cap Value Index Fund) is managed by Fidelity Investments (US). FIMVX expense ratio is 0.05%, holding 717 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2019-07-11.

FIMVX performance shows a YTD return of 19.26%. The 1-year return is 26.16% and the 5-year return is 9.62%. FIMVX dividend yield stands at 10.59%, paid semi-annually.

FIMVX top holdings include Warner Bros. Discovery, Inc (0.6%), Digital Realty Trust Inc. (0.6%), Phillips 66 (0.6%), Kinder Morgan Inc./de (0.6%), Allstate Corp. (0.6%). Go to all FIMVX holdings, FIMVX sectors, or FIMVX dividends.

FIMVX can be compared against other funds. Use FIMVX overlap to find shared positions, or FIMVX vs another fund for a side-by-side view. FIMVX alternatives are available via the screener, along with tax-loss harvesting opportunities.